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Hurlow Wealth Management Group, Inc.

Q4 2024 Holdings

Filed 2025-02-13 | 121 holdings | $320.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Tuhura Biosciences Inc COM(HURA)Stock898920103$169.5K41,4440.1%
Pfizer Inc COM(PFE)Stock717081103$202.1K7,6160.1%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$206.5K5870.1%
Ishares Core S&P 500 ETF(IVV)ETF464287200$207.2K3520.1%
Ishares Msci Intl Quality Factor ETF(IQLT)ETF46434V456$214.4K5,7770.1%
Avantis U.S. Small Cap Value ETF(AVUV)ETF025072877$215.7K2,2350.1%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$219.7K3,8260.1%
Eversource Energy COM(ES)Stock30040W108$220.6K3,8410.1%
Disney Walt Co COM(DIS)Stock254687106$222.6K1,9990.1%
Vanguard Total World Stock ETF(VT)ETF922042742$224.1K1,9080.1%
Fidelity Quality Factor ETF(FQAL)ETF316092790$228.2K3,4880.1%
Sherwin Williams Co COM(SHW)Stock824348106$228.8K6730.1%
Verizon Communications Inc COM(VZ)Stock92343V104$233.8K5,8460.1%
Wells Fargo Co New COM(WFC)Stock949746101$240.6K3,4260.1%
Duke Energy Corp New COM New(DUK)Stock26441C204$246.2K2,2850.1%
Becton Dickinson & Co COM(BDX)Stock075887109$248.2K1,0940.1%
Waste Mgmt Inc del COM(WM)Stock94106L109$256.9K1,2730.1%
Costco Whsl Corp New COM(COST)Stock22160K105$259.3K2830.1%
WEC Energy Group Inc COM(WEC)Stock92939U106$262.4K2,7900.1%
Phillips 66 COM(PSX)Stock718546104$265.0K2,3260.1%
Medtronic PLC SHS(MDT)StockG5960L103$265.4K3,3230.1%
Caterpillar Inc COM(CAT)Stock149123101$271.0K7470.1%
Vanguard Total International Stock ETF(VXUS)ETF921909768$271.3K4,6040.1%
Tesla Inc COM(TSLA)Stock88160R101$273.0K6760.1%
Conocophillips COM(COP)Stock20825C104$275.1K2,7740.1%
Clorox Co del COM(CLX)Stock189054109$275.6K1,6970.1%
RTX Corporation COM(RTX)Stock75513E101$279.8K2,4180.1%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$288.9K2,9690.1%
Colgate Palmolive Co COM(CL)Stock194162103$289.5K3,1850.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$290.5K1,2950.1%
Old Natl Bancorp IND COM(ONB)Stock680033107$293.4K13,5180.1%
Visa Inc COM CL A(V)Stock92826C839$302.8K9580.1%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$304.1K1,0860.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$310.9K1,3370.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$317.0K1,6750.1%
Vanguard S&P 500 Growth ETF(VOOG)ETF921932505$320.3K8750.1%
Morgan Stanley COM New(MS)Stock617446448$326.0K2,5930.1%
Philip Morris Intl Inc COM(PM)Stock718172109$340.1K2,8260.1%
Cisco SYS Inc COM(CSCO)Stock17275R102$343.8K5,8080.1%
GE Aerospace COM New(GE)Stock369604301$348.8K2,0910.1%
Consolidated Edison Inc COM(ED)Stock209115104$357.8K4,0100.1%
Target Corp COM(TGT)Stock87612E106$361.4K2,6740.1%
Sysco Corp COM(SYY)Stock871829107$371.9K4,8640.1%
Nvidia Corporation COM(NVDA)Stock67066G104$381.6K2,8420.1%
General Dynamics Corp COM(GD)Stock369550108$382.1K1,4500.1%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$391.0K6,7200.1%
Schwab International Equity ETF(SCHF)ETF808524805$392.4K21,2090.1%
L3harris Technologies Inc COM(LHX)Stock502431109$405.8K1,9300.1%
Abbott Labs COM(ABT)Stock002824100$421.0K3,7220.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$425.9K3,9590.1%
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